Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Staples is a financial professional registered with State Farm Investment Management Corp. in Walnut Ridge, AR. Adam has been a financial professional since 2001. Adam is also a registered agent with State Farm Mutual Automobile Insurance Company and its affiliates. Adam is licensed in Arkansas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
AR
10/17/2018 - Present
State Farm Investment Management Corp. (Walnut Ridge AR)
TN
07/28/2004 - 09/30/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
01/21/2004 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
NY
07/23/2001 - 01/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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